US EditionGoogle's TPUs Create Another Risk for Nvidia Stock
Meta's reported plan to buy billions in Google's AI chips next year caused Nvidia shares to drop 6% and AMD to fall 10%, shifting market confidence toward Alphabet.
- On Tuesday, Nvidia, the biggest company in the world by market cap, saw shares fall after a report that Meta may buy Google's AI chips in the coming years, while AMD lost 10%.
- Meta is considering using Google's Tensor Processing Units in its data centers starting in 2027 and plans heavy capital expenditures next year as a major chip customer for Nvidia.
- Broadcom jumped 11% on Monday as investors bet on Google's growing dominance in AI infrastructure, while Alphabet stock climbed as much as 4% this week amid gains in the AI trade.
- Market moves wiped value from many chip names as semiconductor stocks were broadly down Tuesday, with Intel down 1%, Micron Technology and Taiwan Semiconductor Manufacturing each losing 3%, and Nvidia falling from its late-October peak.
- Investors appear jittery about an AI-driven bubble as Michael Burry sounds alarms in recent weeks, while an Alphabet spokesperson said, `Google Cloud is experiencing accelerating demand for both our custom TPUs and NVIDIA GPUs; we are committed to supporting both, as we have for years.
25 Articles
25 Articles
Google is catching up in AI gear. The parent company Alphabet is almost four trillion dollars heavy on the stock market. Even the chip giant Nvidia is within reach.
According to a report, Meta plans to use Google processors for its new AI data centers, which would make the tech company the direct competitor of the chip giant Nvidia. Investors react.
(Seoul = Yonhap News) Reporter Kim Tae-gyun = Google, which has been criticized for falling behind in the global artificial intelligence (AI) race, has launched an all-out pursuit. "The sleeping giant is completely...
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Google is coming for Nvidia
Google is chipping away at chip giant Nvidia’s lead in AI. Nvidia’s shares fell Tuesday after The Information reported that Meta is in talks to use Google’s AI-specialized chips — an alternative to Nvidia’s — for its data centers. It comes shortly after praise for Google’s latest Gemini AI model, which may “be a subtler but more important version of the DeepSeek disruption,” one trader said, referring to the Chinese AI startup that sent Nvidia s…
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